Empire

Building a Crypto Portfolio for 2025 | Dan Matuszewski & Roshun Patel

48 snips
Dec 17, 2024
Guest
Roshun Patel
Guest
Dan Matuszewski
In this insightful discussion, Dan Matuszewski, a crypto strategist from CMS, and Roshun Patel of Hack delve into the current crypto landscape, highlighting its uniqueness compared to previous cycles. They explore the absence of credit markets and the lack of leverage this time around. They dissect evolving Layer 1 blockchain strategies, the return of meme coins, and the potential for super cycles. The conversation also addresses institutional risks and offers a comprehensive framework for investing in crypto leading up to 2025.
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INSIGHT

Crypto Cycle Dynamics

  • This crypto cycle feels different due to a constant bid in Bitcoin and ETH, potentially from traditional flows.
  • Altcoins will likely experience typical market cycles, while Bitcoin and ETH may see more stable price action.
INSIGHT

Contrasting Bear Markets

  • The 2022 bear market was unique due to the implosion of credit markets and a macro downturn.
  • This cycle currently lacks such obvious risks, potentially smoothing out the downside.
ADVICE

Leverage in Crypto

  • Leverage still exists in the crypto market through perpetual futures financing.
  • Uncollateralized borrowing like in previous cycles is largely absent, limiting potential losses.
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